Charge a customer

In Key CashFlow, you can manually charge a customer for an invoice payment if they have a bank account on file.

Charge a customer

1. Select Actions in the navigation menu
2. Select Charge a customer
3. From the drop-down menu, select the customer to be charged
4. Select Charge Customer
   
   
5. Enter information such as:
   • Memo - Enter notes, if necessary
   • Check the "Email Receipt to Customer" box, if an emailed receipt needs to be supplied
6. Select the invoice(s) this payment should be applied to and enter the amount to be applied (to each invoice if more than one)
   
   
   • The full amount of the invoice is displayed by default, decrease the amount to charge a partial payment
7. Select Pay From account
8. Choose account to withdraw the payment from
9. Select Pay On date - the date the payment is to be debited from the customer's bank account
10. Select Submit
    

12. Select Done

Things to know

• Once the payment is created, the Payments In screen will display a Payment date which is the projected deposit date
• Any updates regarding the status of the payment will trigger an email notification
• These steps are designed for when there is already a valid means of payment in the customer profile
• Users must have manage invoices permissions to charge a customer